Ranie Verby
CPA and CFP who leads practice management at Plancorp, specializing in advisor development, fiduciary standards, behavioral finance training, and integrating firm processes to improve client experience.
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Feb 11, 2026 • 34min
The Importance of Working With A High-Quality Advisor with Plancorp's Ranie Verby (EP.243)
Ranie Verby, CPA and CFP who leads practice management at Plancorp, discusses how to identify a true fiduciary at an RIA. Short, practical screening questions and firm-structure red flags. The value of team-based, integrated planning when life gets messy. How behavioral finance and AI free advisors to focus on meaningful client conversations.
